Topsail Wealth Management, LLC Ishares Russell Midcap Value E Transaction History

Topsail Wealth Management, LLC

  • $492 Billion
  • Q1 2025

A detailed history of Topsail Wealth Management, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Topsail Wealth Management, LLC holds 3,084 shares of IWS stock, worth $397,465. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,084
Previous 2,070 48.99%
Holding current value
$397,465
Previous $268 Million 45.1%
% of portfolio
0.08%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$122.59 - $135.24 $124,306 - $137,133
1,014 Added 48.99%
3,084 $388 Million
Q4 2024

Feb 14, 2025
BUY
$128.08 - $140.32 $265,125 - $290,462
2,070 New
2,070 $268 Million

Others Institutions Holding IWS

# of Institutions
1,024
Shares Held
97.6M
Call Options Held
9.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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